Budget and Finance Analyst

Location: Claremont

Budget and Finance Analyst

Claremont, CA

Job Posting Title

Budget and Finance Analyst

Job Details and Requirements

Department:
Treasurer’s Office
Supervisor:
Senior Director of Budget and Finance

General Description

The Budget and Finance Analyst is a key member of the Finance and Treasurer’s Office responsible for supporting the College’s financial planning, budgeting, reporting, and institutional decision-making. Working with a high degree of independence, the Budget and Finance Analyst partners with departments across campus to develop budgets, monitor financial performance, perform financial analysis, and provide consultation that promotes sound fiscal stewardship and advances the College’s strategic priorities.

The position plays a central role in the College’s annual budget process, institutional forecasting, budget systems administration, and the development of financial analyses that support executive decision-making. The Budget and Finance Analyst provides analyses and recommendations to senior leadership, supports Board of Trustees reporting, serves as the functional lead for Workday Financial Management and Adaptive Planning, and leads initiatives that improve financial reporting, business processes, and operational effectiveness.

Success in this role requires strong analytical and critical thinking skills, exceptional written and verbal communication, sound professional judgment, intellectual curiosity, initiative, and the ability to independently manage projects while building collaborative relationships across the College. The successful candidate approaches every process with a continuous improvement mindset, proactively identifying opportunities to simplify workflows, automate routine tasks, strengthen controls, and implement innovative solutions that enhance the efficiency, effectiveness, and value of the Office of the Treasurer.

Essential

Functions Financial Planning, Budgeting, and Forecasting

• * Coordinate significant components of the College's annual operating budget process, including budget development, data collection, validation, review, and communication with campus departments.
• * Serve as the primary budget liaison for assigned departments by providing guidance on budget development, financial planning, budget policies, and promoting sound financial stewardship and responsible use of College resources.
• * Maintain institutional budget and forecasting models within Adaptive Planning (or successor budgeting systems), ensuring the integrity of financial data and planning assumptions.
• * Develop financial forecasts, scenario analyses, reserve projections, and other financial models to support institutional planning and executive decision-making.
• * Monitor budget-to-actual results, identify trends, risks, and opportunities, and recommend corrective actions where appropriate.
• * Maintain highly confidential data regarding the College's position control records and collaborate with Human Resources to ensure personnel budgets accurately reflect authorized positions, hiring activity, salary projections, and fringe benefit assumptions.
• * Design and develop financial analyses, models, and reporting tools from the ground up when existing reports do not meet business needs by identifying appropriate data sources, validating information, synthesizing findings, and presenting meaningful recommendations.
• * Research complex financial questions by analyzing accounting activity, trial balances, general ledger detail, reconciliations, financial statements, and supporting documentation to identify root causes and recommend practical solutions.
• * Monitor financial activity and help ensure compliance with College policies and procedures, applicable accounting standards, IRS regulations, and other…